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Portfolio Management Services (PMS)
Compare Schemes
Dolat Quantum Leap vs EquiPoise New India Opportunities
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Dolat Quantum Leap
EquiPoise New India Opportunities
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Growth of
₹1 Crore
Dolat Quantum Leap
EquiPoise New India Opportunities
Since Inception
1Y
Return for the risk
1 yr return
5%
10%
15%
EquiPoise New India Opportunities
9.9% • vol 19.6%
10%
20%
30%
Volatility • 1 yr deviation
Overview
1 Month
6.28%
3.18%
6 Months
10.96%
8.17%
1 Year
—
9.87%
3 Years
—
—
5 Years
—
—
Since Inception
12.86%
2.94%
Fund Age
9 mo
19 mo
AUM
₹21.51 Cr
₹65.36 Cr
Outerperformance
Alpha – 1 Year
—
5.15%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Risk Ratios
Volatility – 1 Year
—
19.65%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.08
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.31
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−15.54%
Recovery Period
—
Not yet recovered
Consistency
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Portfolio
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fees
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
3% / 2% / 1%
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